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Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $14,995 | $94,766-84.2% | $112,923-86.7% | $139,487-89.3% |
| Participation rate | 100.0% | 81.3%+18.7pp | 80.5%+19.5pp | 80.3%+19.7pp |
| Annual return | 0.55% | 40.96%-40.4pp | 34.13%-33.6pp | 373.84%-373.3pp |
| Employer contribution / active EE | $1,656 | $4,636-64.3% | $4,570-63.8% | $4,755-65.2% |
| Participant deferral / active EE | $3,114 | $6,523-52.3% | $6,520-52.2% | $6,713-53.6% |
| Admin fee / account holder | $558 | $8,529-93.5% | $7,046-92.1% | $11,407-95.1% |